January 10, 2023 • 50 mins
Hailey Rowe is a Marketing/Sales Coach & Linkedin Lead Generation Service Provider.
She helps service-based business owners (especially coaches) get clients consistently, develop their no brainer offers, & grow their income without the social media overwhelm.
She shares her F.A.S.T. framework, marketing, and business tips in her Health Coach Nation Podcast & in the Health Coach Nation Facebook Group (https://wwww.Facebook.com/groups/healthcoachnation).
She’s been named as one of the Top 25 Coaches in Chicago & one of the Top 6 business podcasts for health coaches. Since 2010, Hailey has worked in the coaching industry & in business development/marketing for startups.
Hailey’s philosophy: You can have an amazing service and impact to make, but without a strong mindset, and sales and marketing plan, your business will remain a hobby.
To learn more about Hailey, go to haileyrowe.com, or connect with her directly on www.Instagram.com/hailey_rowe
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Facebook Group: www.facebook.com/groups/healthcoachnation
Linkedin: https://www.linkedin.com/in/haileyr
Tik Tok: https://www.tiktok.com/@hailey_rowe/
Free Content Roadmap: https://haileyrowe.kartra.com/page/content
Linkedin freebie: https://haileyrowe.kartra.com/page/linkedin
if you enjoyed the show be sure to check out my info:
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Josh Bolton (00:00):
Hello, hello everybody. So I was going
(00:03):
through and editing up the showand for some reason the intro
music wouldn't work. And now Ican't right record a pre intro
for starting a whole new projectand then importing that. So been
a bit of an interesting Saturdaymorning editing up everything.
But yet today's show with Haleywas fantastic got me and my eyes
open to the concept of LinkedIn.
Using it for lead gen, I reallyneed to create a big pleat on my
(00:28):
LinkedIn profile after chattingwith her and she just gives some
nuggets away and some promostuff. So definitely listen in
for her free advice and her herdifferent websites. And yeah,
let's get right into it. Oh,wait, one more thing. Be sure to
check out the podcast, subscribeto it, share it tag me on social
media, but also on YouTube. Samething, Josh Bolton show, I have
(00:51):
this video posted and I havechopped it up into like five
minute chunks. So I'm lookingfor your guys's input and
review. Alright, other thanthat, thank you have a wonderful
day. And let's get right intoit. Welcome everybody. We have
Hayley row on we were justchatting earlier. And it was one
of those. I got so excited withthe chat. I kept going in and
(01:11):
we're like books. But yetawesome lady already love her
energy, her smart, beautifulwoman. I'm gonna just ramble.
Take it away, Haley.
Haley roe. (01:21):
Yeah. Hi, thank you for having me. I am Haley roe.
I'm a marketing and sales coachand podcast host of health coach
nation, which is a show forcoaches who want to grow their
business. And then I also doLinkedIn lead generation
services for b2b serviceproviders who want to get more
collab opportunities, Discoverycalls and clients using
LinkedIn.
Josh Bolton (01:43):
I think most people using LinkedIn one had. So
that's going to be a very bigone we're going to get into, but
I didn't know about podcastpart. How long have you been
doing that?
Haley roe. (01:52):
Yeah, so I have had a podcast since right around
late 2017, early 2018. Andinitially, you know, I wasn't
super consistent. I was prettyconsistent, but not you know,
the best with it. But overtime,now we have an episode every
week, and it's been going eversince.
Josh Bolton (02:11):
Nice. It's just are you interviewing different
coaches? Or is it more like asolo? We're like, Okay, this is
what I know, was what you shoulddo kind of thing.
Haley roe. (02:19):
It's a combination.
I have some guests on thingslike client attraction and
marketing, sales time managementmindset. And then I also have
solo episodes on those things.
Josh Bolton (02:32):
On stage, perfect blend. That's awesome. So it's
almost what, like five ish, sixish years now. Yeah. If visual
maps, not my strengths, I'mtrying to say here. But that's
awesome. And then. So theLinkedIn part, we were talking
(02:52):
about this earlier, and this whohad to like put the pause, and
you have this full method ofturning out cold to warm lead.
We start with the first layer ofit.
Haley roe. (03:05):
Yeah, for sure. So I have a system, I call the four
basics of client attraction. Andit's basically the process you
would use when you're picking amarketing strategy. And you once
you have that decided, you nowhave to have a process for
taking those cold leads toclients. And so to kind of make
it more simple and lessoverwhelming, it really comes
(03:27):
down to connecting, engaging,making a pre offer, which I'll
explain what that is, and thenthe sales process. So obviously,
not every lead is going to makeit all the way through all four
steps, but they are there foryou. And sometimes people will
stay in one step longer, andthen move to the next one or you
(03:47):
know, that kind of stuff. So thefirst step with connecting, what
I mean by that is you want to beputting yourself in front of
your ideal client. So a lot oftimes people wait and hope that
people will come to them likethat. They'll be like, Oh, I
have a website. And they'llthink that that's good enough
for people to just start comingto them. But the truth is, we
have to be the ones to take thelead in the beginning of our
(04:10):
businesses and connect with ourideal clients. So that might
look like sending a connectionrequest on LinkedIn that might
look like, you know, engagingwith somebody on Instagram, you
know, it could look like goingto a networking event, but you
need to decide what's going tobe your connection method,
right? And then you want toengage. So at this point, what
(04:30):
you're going to do is get aninterest in other people. And
rather than thinking what's init for me right now, you're
thinking about how can I get toknow this person? And how can I
ask perhaps an intentionalquestion that allows me to know
what they're doing, how I mightbe able to help them in the
future. So a random questionwould be something like hey,
(04:53):
what's your favorite color?
Like? That's not an intentionalquestion that can really cause
growth in the way that you wantwith and really a relationship.
But if you're going to asksomething like, Hey, it's great
to connect, I saw we both followso and so or we both are coaches
or whatever. We'd love to knowwhat you're working on these
days or something like that. Sothen you can get a grasp on
(05:15):
what's important to them, whatare they working on? Is there
any ways you can connect themwith somebody or help or ask
them a deeper question to gosomewhere with the conversation,
and then you want to move to thepre offer phase. So this, what
this part is, is where you'regoing to ask permission to help.
So if they've shared somethingwith you, that you feel like,
(05:38):
you could offer a resource, oryou have a podcast episode on
that, or you have a freetraining coming up or something,
you could be like, Hey, I have afree blah, blah, blah, coming
up? And would you be interestedin attending it might help with
your upcoming launch orsomething like that. So that's
the next stage. And then thelast stage would be the sales
(05:59):
process. So once you have a preoffer, like once you've given
value upfront, or results aheadof time in your free training,
or your free checklist, or yourpodcast episode, or whatever,
then you can see, do they wantto go deeper? Do they want to
hop on a discovery call? Or dothey want to check out your
sales page or whatever it is? Sooverall, that's kind of the
overview of the basics. And I dohave, if you want to share with
(06:24):
your audience, I have a freeLinkedIn script example for both
collaborations and potentialclient conversations that we can
put in the show notes or you canDM me on Instagram or something
at Haley underscore row, if youwant the link to that.
Josh Bolton (06:41):
Yes, share me the link and also put your Instagram
so that's one of those stilldoes DM you to cool. Yeah, that
would be awesome. I will sithere like I actually want to
review it.
Haley roe. (06:51):
Cool. Yeah. Love that.
Josh Bolton (06:54):
Awesome. So then, what for the? Is it more a game
of volume or like deeperconnections? Because like, Gary
Vee says, just blast 100 peopleevery day until something hits?
A lot of people are telling menow No, you need to like,
actually get to know the person.
Haley roe. (07:13):
Yeah, I think it depends on which marketing
method you're choosing. So Ithink it's more about quality.
And if you can pre qualify yourleads, like if, you know, wow, I
look at this person's profile,and I see my ideal client and I
see that they're struggling withsomething or even better, if you
can prioritize the leads who areraising their hand on your
(07:33):
quote, unquote, pre offer posts,like posts where you are sharing
your freebie or posts where youare asking a question to see
people want to engage or come toyour free training or something,
those are way higher priority toconnect with and way more
quality leads, because they'vealready indicated they're
interested. So my suggestionwould be focus on first if we
(07:54):
had to prioritize the warmestleads you already have. So
people who've already signed upfor your Facebook group or your
email list or whatever, or haveraised their hand that they want
your freebie or something likethat in a post. And then you
would maybe be building newrelationships. And that, of
course, sure, there is a numbersgame to it, which is why like,
(08:15):
as a LinkedIn person, for myclients, we're sending out the
maximum, you know, 200connection requests a week, so
that you can save time and buildthose quality relationships
after that, and at least havethe invites going out to your
ideal clients. And we dotargeting with Sales Navigator.
So it's like better quality thanjust like, oh, random person we
(08:37):
found, you know, so there'sthat. But at the same time, you
don't want to just blastsomething. You know, I think
Gary Vee has a point toobviously, the more you do, the
more than naturally is going tostick. But if you send out 100
messages asking what's yourfavorite color going back to
like the intention behind it?
Again, it's not like, that's awaste of time, right? So I do
(09:00):
think quality does matter if youcan.
Josh Bolton (09:06):
Yeah. Lately, especially for me, a lot of
people have been emailing meemailing me to come on the show.
And a lot of them very generic.
Oh, I love your show. Love this.
Blah, blah, blah. I have a guestfor you. And it's kind of like,
did you actually listen to itthough? And it's the one the few
who are like, hey, at leastlisten to this one. Do you have
really good bait? base andfoundation on how you interview
(09:28):
people? I think so and so wouldbe a good guess. Those I
listened to. So the quality?
Haley roe. (09:34):
Well, and that's a good point. Like you have to ask
yourself, How can I stand out tothis person? So I got an email.
I get cold emails all the timeto just like you and somebody
was like, hey, like they made mea personal video and a really
good offer. They were like, hey,could I send you to Instagram
post captions for your posts soyou can see my copywriting and
(09:55):
see how I'd write for you andyour brand voice and blah blah
blah and I was like sure Like,yeah, I want to see that. It was
hard to say no to because I waslike, well, what's the downside?
I can just check this out. Andif they're great, maybe they
could be a team member orsomething. But point being they
took the time to see how canthey stand out. And you can
always, you know, voice notesstand out more than written. You
(10:17):
know, personalizing the namestands out more than somebody
who just sends somethinggeneric. So there's like little
ways you can stand out. But thenthere's also big ways you can
stand out with like, a reallygreat pre offer.
Josh Bolton (10:30):
Yeah, like the biggest one to this day, and I
still push his services. He'sgone up, but it's still worth
it. The podcast site I use onpodium, he actually, like, took
the time to listen to like, 10of my episodes, and quoted each
episode, and I was like, Oh,damn, whatever he's offering,
he's serious about it. And Ithink
Haley roe. (10:52):
I love that. Yeah.
Right.
Josh Bolton (10:54):
And that's where then he said, Yeah, cuz you'll
be grandfathered in at thisrate, like, as long as you pay
your bills. And I was like, hey,like he made this quality pre
offer he did. That's why I'mlike, he built a, like, a demo
site for me. So he's like, here,this is, this is what yours
would look like. You like it,and message me. And I just said
(11:15):
to him, like, wow, this, even ifit was automated, this is like
high quality stuff kind ofthing. Mm hmm.
Haley roe. (11:21):
So in that, in that case, that guy probably does
less offers a day, but theirquality offers. And so he
probably gets a higherconversion rate. But if you go
in, if he went in with themindset, like, Oh, I'm gonna do
this for all these people, andthen I'm gonna feel resentment.
And then I'm going to be like,upset that none of them signed
up for anything. He wouldn'tstick with that very long. But
(11:41):
no, probably burnout. So I thinkanother thing to just address is
that your mindset in doing thishas to be clean and pure, and,
you know, looking to serve, andnot like coming from like, I'm
gonna burn myself out andresentment and whatever. Because
I've seen that happen to wherepeople are like, well, I did
these and I got x back. And Ithink there's going to be X
(12:06):
number of, you know, return onyour time and investment. But I
also think, overall, the seedsyou're planting long term, come
back to you in different waysand forms. And if you're
attached to it coming back in avery certain way. You're setting
yourself up for burnout andfailure.
Josh Bolton (12:24):
It's like the hamster running on the wheel.
You're like, it'll eventuallymove and you're like, Nope,
never will. Yeah. So what else?
Am I missing for your theLinkedIn strategy? Do you have
other nuances we haven't gotteninto yet.
Haley roe. (12:41):
Yeah. Well, I think there's a couple things. Number
one, when it comes to LinkedIn,you always have to ask yourself
with a filter, like, What is mypurpose for using it? So in
other words, you might work withlet's say, I'm a copywriter, and
I work with coaches, okay, well,then I can use LinkedIn to
(13:03):
connect with my direct client,my direct ideal client, and use
it for the purpose of can I, youknow, provide some copywriting
samples? Or do you want to hopon a call or, you know, that
kind of process. But if I'm ahealth coach, and I work with
moms, I, there's no filter onLinkedIn to be like, Hey, I'm
looking for moms, you know whatI mean? So she, he or she, who
(13:26):
whoever this health coaches,they would need to think about
how can I use LinkedIn to eitherget corporate lunch and learns
to get in front of my idealclient? How can I form referral
partnerships with people whohave moms as their ideal
clients? How can I get onpodcasts at Mom's listen to
using LinkedIn and searchpodcast hosts? Like you'd be
(13:47):
using it for a little bit of adifferent purpose? So collab
partners or speakingopportunities or things like
that? So that's a question toask yourself before you develop
your strategy and your LinkedInscript, ask yourself what am I
trying to use this for. And thenthe third thing is or whatever
number we are on, would be, makesure your profile is set up in a
(14:08):
way that's really clear aboutwhat you do. So right below your
profile picture, if you don'thave like a clear in that little
short summary bio about what youdo. If you don't have anything
there that's talking about likethe key results you provide or
anything that boosts yourcredibility or anything at all
you need to update that to be intwo seconds. I can no like wow,
(14:30):
here's what this person canprovide for me as far as results
and they seem interesting to mebecause blank, and you know,
same thing with like yourLinkedIn cover photo and your
bio and all that stuff. Like youcan use that space to be talking
about your freebie or what youdo or, you know, look
(14:53):
professional.
Josh Bolton (14:55):
Okay, so then, would also like Oh, posting on
LinkedIn, like normal posts likeI did, I had a great session
with my client. The Navy, likeanother day is like the going
hiking medical place. And thenlike the so that's like Tuesday,
Wednesday, Thursday is like anoffer. Is that one of the
(15:16):
strategies for posting you wouldrecommend or like I was just
like, what's your formula?
Haley roe. (15:22):
Yeah. So for posting on LinkedIn, I think it's very
similar to broad contentstrategy, which is like, you
know, number, there's, there's acouple different types of posts
you want to hit on. One issocial proof. So going back to
what you said about, okay, Iwant to talk about a client
session today and their win thatthey had or their aha moments,
(15:42):
or I want to share a testimonialtoday, or I want to share an
interview I did with a clientabout their experience, like
those are a good type of poststo cover, at least once a week.
And then you have the like,educational value based tips
type of posts, where it's likehow I went from blank to blank.
And you can always have a callto action and those kinds of
posts. Like, if you want to dothis to book a discovery call,
(16:05):
or if you want to go deeper, getmy LinkedIn lead gen script, or
whatever. So that's always good.
And then the third type would besomething that boosts your
credibility. So if you were on apodcast, or you wrote an article
about, you know, something inyour industry, or something you
couldn't use those kinds ofposts, storytelling posts would
be another one. That's a big onefor the emotional base type of
(16:27):
people in your audience who wantto see like, how, you know, are
you relating to how they'refeeling? Do you understand them?
And so it is the same kinds ofposts the difference between
LinkedIn No, and otherplatforms, you know, Instagram,
for example, is LinkedIn is alower maintenance platform. So
you don't have to post threetimes a day like you do in
(16:50):
Instagram stories, like it'snot, I like that. It's not like
that. And I like that. It'snetworking based. So people go
to LinkedIn, for business forprofessional stuff for
networking, like they expectthat compared to other
platforms, sometimes people justgo on there for entertainment,
like tick tock. So it's anintentional platform. And then
(17:11):
the other thing is, you probablywouldn't share like your, you'd
still share personal posts onyour LinkedIn. So I do see like,
I had a LinkedIn expert, as faras content goes on my podcast.
And he his most popular poststhat got like millions of
impressions or something crazy,was a post he did about adopting
his daughters. It had nothing todo with what he does
(17:32):
professionally. It was justabout his journey that that
adoption and helping people whoare looking to adopt, and it was
like his most popular post. Sothe point is, you know, you can
share personal stuff, but whatyou probably don't want to share
is like dancing Instagram reelson LinkedIn, that's not the
place for that.
Josh Bolton (17:52):
Okay, you would do this better than me didn't leave
it in at one point have likeInstagram shorts. And then or
No, no, sorry, the stories.
Haley roe. (18:02):
Yeah. Yeah. So they did have stories for a little
while. I don't know if theystill have it. I do know now.
Oh, really? Okay, I haven'tchecked. I didn't really use
that that much, to be honest.
But I did use LinkedIn liveLinkedIn live is a great thing.
Now everybody can do it. I usestream yard to go live on
LinkedIn. And
Josh Bolton (18:27):
so do you do a lot of live streaming as part of
your content strategy?
Haley roe. (18:31):
I do a decent amount. So what I do is any
podcast interview I'm doing I doit live so that I can repurpose
it but also use it as a live andthen sometimes I'll go live to
like answer a common question Iget or things like that.
Josh Bolton (18:47):
Okay, cool. So yeah, like a q&a session, like,
Hey, I'm going live Friday. Youhave my ear for an hour. Come on
over kind of thing. Yeah. Cool.
That's such a really good. Doyou use a lot of like Russell
Brunson strategy for gettingclients to?
Haley roe. (19:05):
I really like a couple things about Russell
Brunson strategy. I don't useeverything that he talks about.
But I love that He has thatexercise of come up with your
dream 100 list. Big fan that. Sowhat that means is write down a
list of 100 blogs, influencers,organizations, potential
(19:29):
clients, events, expos, etc.
Where your ideal client would beand start to build rapport and
make offers to do somethingcollaborative with those people.
So I do that and then anotherone that I like about Russell
Brunson. I like his I don't usehis exact webinar formula. They
actually have a couple tweaks Ithink, could have worked better
(19:52):
for me because I've done it twodifferent rounds. One Russell
Brunson. Zwei 100%, and oneAnother mentors way. And other
mentors way worked a littlebetter. But I like his perfect
webinar script, or templates. Asfar as how he leads his
webinars, I think those arereally good. And I like that
he's just omnipresent. And he'svery good about being a balance
(20:16):
of professional and personal,like, he's not afraid to talk
about his face and things likethat and scare some people off.
But that's why he also hasraving fans, if that makes
sense. He's not afraid to bepolarizing. And that actually
helps him stand out.
Josh Bolton (20:36):
Do you think the stance like that is important,
especially in nowadays, markets,where you have to like being
vanilla, you're not going toreally get clients?
Haley roe. (20:47):
I think you can be vanilla. I mean, to be really
honest with you, I'm not thebest at like, I'm super logical,
very practical. I would neverpost like a picture of me crying
or something on my Instagram,like, I'm a very private person.
So I'm pretty vanilla. But so Idon't think it can, you know,
isolate your business. But I dothink that it will help be like
(21:13):
helping you be more of a magnetfor the people who are right fit
for you. So like I do talk aboutlike, most people would know my
values by looking at my socialmedia, they know that I'm into
personal growth, they know thatI'm into family, they know, you
know, that kind of stuff. So Ithink that if it doesn't kill
you to not be polarizing, or youdon't have to be polarizing for
(21:34):
no reason, if there's notanything controversial, you
really have to share, but itwill I mean, I'm sure, Russell
Brunson has probably stood outmore than me, because he's does
that kind of stuff.
Josh Bolton (21:52):
Well, I think I, this isn't my personal theory,
and I've never had the chance toask him in person. Maybe one day
I will. But I think he rebels init. He likes everyone yelling at
him, because it's moreimpressions. Even if it's
terrible, profane things. It'slike I've now successfully
reached 2 million people.
Haley roe. (22:08):
Yeah, well, you know who else is big about that as
Grant Cardone?
Josh Bolton (22:12):
He's dude. It's pretty easy, huh? But yeah, he's
good at he's, he's good at justgetting everyone's feathers all
flustered, and then justcapitalizing on the ones that
are still there. Yeah. Do you?
Do you follow grant cardonessome of his methods do.
Haley roe. (22:32):
Um, I in the very beginning of my business, I read
his book, The closer SurvivalGuide. And it was a phenomenal
book if you're new to sales. DoI agree with everything? He
says? No. Would I say some ofthe things that will come out of
his mouth? Absolutely not. So Ithink it's about taking what's
(22:53):
useful, discarding what's notand making it your own, as the
Bruce Lee quote says, but thatwas one of my best books I think
I've ever read on sales. And itdrastically improved my business
when I was first starting out.
Josh Bolton (23:06):
The big one for me is zombie loyalists. Say that
again? Zombie loyalists.
Haley roe. (23:12):
Oh, okay. Who wrote that?
Josh Bolton (23:15):
That's a good question. But it's it's
essentially saying you treatyour your, your fans like your
your customers as a zombie. Andlike any zombie infection
situation, you don't want themto turn against you. Because
then when one turns, they allturn. And it was just one of
(23:36):
those and then he was goingthrough sales methods and like
you want a good CRM. And he'slike, obviously eventually
upgraded to whatever you'redoing. Pointless Peter Shankman.
Haley roe. (23:53):
Okay. I'm gonna look that up. That sounds good.
Josh Bolton (23:57):
Yeah, and that was that was the big one for me.
Because he said, He's similarview as as he's like, You don't
have to be this crazy, like,always grabbing attention. And
he's like, tend to you're likefive loyal zombies. And then
they'll go out infect others,like the symbolic like, they'll
go out. And then it'll get tothe point, there's so many,
you're gonna be like, Okay,enough. I'm good. I get it.
(24:17):
Thank
Haley roe. (24:17):
you. Nice. Okay. I like that.
Josh Bolton (24:22):
Yes, it's cool. I guess it would be like his lead
generation. Like, if youactually listen to the book, and
he usually says it near the end.
He's like, if you have anyquestions, literally just shoot
me an email. I'll reply it toit. Because like, obviously, if
it's something stupid, I'm notgonna reply to it. Like,
probably like, what's yourfavorite color?
Haley roe. (24:39):
Right, right.
Totally. It kind of that conceptkind of reminds me of the 1000
true fans. I guess. I don't knowwho came up with that. Was it
maybe Keith Kelly or TimFerriss, or I don't know who it
was. But somebody said if youhave 1000 true fans, you can
have a sustainable but This islike, if you have 1000 true fans
(25:00):
who pay you $100, you're at amillion dollar business. So
like, it's all about startingwith the grassroots like, lowest
hanging fruit people in front ofyou, and really building up your
tribe and community, and howthat can spread and how if you
create a community and tribearound your brand, it becomes a
lot easier to be growing. Youknow?
Josh Bolton (25:24):
That's true. Yeah.
And I think a lot of people ingeneral coaches, content
creators take that they look forit, they just build for their
1000. And then obviously, ifthere's more, that's great. But
it's like, they are alwaystalking to their their 1000
followers kind of thing. Yeah.
And, at least for me, that seemsthe most stable and sustainable
one.
Haley roe. (25:45):
Right? Yeah.
Especially organic marketing. Ifyou're doing organic marketing,
you have to, you know, be veryrelationship building oriented
and very word of mouth oriented,that kind of thing.
Josh Bolton (25:58):
Absolutely. Is there? So do we want to go into
like the actual copywritingstuff you do? Or anything else?
Yeah. I
Haley roe. (26:08):
mean, we can talk about whatever your audience
struggles with. So if theystruggle with how do I structure
my content? Or how do I speak tomy niche or my content? Or if
there's anything related tobusiness marketing time
management type of questions, wecan definitely go into that my
Josh Bolton (26:25):
so let's actually do especially the speaking to my
audience, as a big one. I've thefew actual guests that email me
they say that they're like, Oh,my God, I like thank you so
much. But what am I I don't knowwhat I'm supposed to say kind of
thing.
Haley roe. (26:40):
Okay, yeah. So I have a process. And I have
another freebie for this. It'slike content roadmap. But
basically, it takes you througha process where you could come
up with your 30 ideas for yourideal client, and posts. And
what how it works is you come upwith for, like, well, it can be
(27:02):
anywhere from two to fourpillars or themes that you want
to be known for. So let's sayfor mine, it's marketing, sales,
time management, and mindset.
Those are like, the main thingsI kind of talked about. And
underneath each of those, writedown key problems, quotes,
questions, issues, excuses, goalgoals, or dream outcomes that
(27:25):
your ideal client would have andif you're not sure what that is,
you have to do a little bit ofresearch and and ask them or
think about past clients or lookon the you know, look on forums
and support groups and stuff tosee what people are talking
about. Right? So come up withthose ideas and something to
(27:46):
help your brain if you get stuckon this is thinking about like,
inside of their mind, what aretheir issues or excuses. This is
kind of a Russell Brunson thing.
He talks about internalproblems, external problems, and
then vehicle problems. internalproblems are mindset limiting
belief problems that your idealclients have within what you do,
(28:07):
or what you coach on or what youteach external art, things like
time, things like the peoplearound me or their fault or
their problem, like what whatexternal things to people blame
in your niche. And then thevehicle ones are things that
objections or issues that peoplewould have with the with the way
(28:28):
you help them get to the dreamoutcome. So if you are a health
coach, and you talk aboutmeditating or something, and you
know, your ideal clients wouldbe like, or, you know, people
who check out health stuff feellike oh, meditating, so boring,
I'm doing it wrong, why bother?
That might be something youaddress in your content, or like
anything they'd have to thevehicle like objections they'd
(28:49):
have to how you help them getthere. So once you brainstorm
underneath your pillars, the topissues and things like that
bullet points, you then want totake those and turn them into
hooks or headlines for posts.
(29:09):
And best news ever is like, youcan probably turn one idea into
like, eight different posts. Sofor example, if I wrote under
one of my pillars, I wrote oneof the excuses my ideal clients
have when it comes to let's say,I'm a I don't know, let me think
of an example. I'm a copywriteror something. And people who
(29:32):
have a, for example, a vehicleobjection is they think they
need a business coach and not acopywriter. When really what
they need is copywriter becausethey know their business
message, they know what theyoffer, and now they need
somebody to write their launchemails or something. So I might
make a post with a hook orheadline like three signs. You
(29:52):
need a copywriter that'd be onepost, or three reasons why or
how You know, if you need abusiness coach versus a
copywriter, or an that'd beanother idea, or it'd be like,
now you might come up with astory hook from that, like, why
hiring a copywriter for myclient, Jane was the best
(30:12):
business investment she evermade, or whatever. And so like
you would, you can come up withideas from those things you
wrote down in your big braindump. And then it's time to
structure the post. So once youhave like a couple hooks or
headlines, the structure youwould use for posts, you can
decide if you're going to shareit in a video, you can decide if
you're going to share themessage in a real or written
(30:34):
post or whatever. But regardlessof what you choose, you'll
usually follow a generalstructure of giving the hook,
then you'd go into eitherestablishing credibility or
agitating the pain point. Andthen you go into the body
section of the text where youactually deliver the message
that tips the story, whatever itis, that is the main part. And
(30:55):
then you would go into a call toaction. That's kind of the
simplest Now, are there morerefined ways to deliver your
posts? And can you Googlecopywriting formulas to do that?
For sure. But that's one that Ithink to start with content,
people just need to simplify it.
So they actually do it and getinto practice of it and get into
practice of thinking how a postworks. Before they get all fancy
(31:16):
about like using some of themore sophisticated copywriting
formulas.
Josh Bolton (31:23):
Yeah, you definitely just need to have the
habit like do it for like amonth or two just posting, not
even caring about the results.
Just then once you get thehabit, like you said, then you
could like, Call someone like,you'd be like, Okay, what's your
formula again, so I can actuallyget better? The generations?
Yeah. So I'm just really curiousfor you, do you use like
something like buffer toschedule all your posts for the
(31:46):
different platforms? Or do youactually like go in and post
Haley roe. (31:51):
it, I go in and post it because on each platform,
they like it better. They seemto like it better when you post
it natively in the app, thealgorithm does. So if I, you
know, post directly inInstagram, it might get more
views than if I were to scheduleit in buffer first, and then do
it. But I say Do whatever youcan actually, you know how you
(32:15):
can get the post out, just doit. So that schedule it with
Hootsuite or Buffer or later orwhatever those apps are? Go for
it.
Josh Bolton (32:25):
Yeah, I've noticed that too. I was using buffer
like religiously for like mosthalf of the November 1 part of
December last year. mainly usedto protect talk because I'm
like, every time I get it, andlike there's instantly 40
minutes gone, kind of thing. AndI noticed those didn't I have a
consistent 300 years there. Butevery time I would post on
(32:45):
buffer barely gets 50. And I waslike, they don't like that at
all.
Haley roe. (32:50):
Yeah, for sure.
Josh Bolton (32:54):
So I'm just curious for you, then the especially the
time management part, how, whatwas the Do you have a special
offer for that one, too? I do.
Yeah, there we go
Haley roe. (33:06):
and overwhelmed cheat sheet and masterclass to
help you overcome what'sbothering you the most when it
comes to what's on your to dolist and, you know, overthinking
every step and being aperfectionist, because I think
when it comes to timemanagement, like actually
blocking things in your calendarand doing them is, is pretty
easy. But what gets in the wayof that is distractions and
(33:28):
overthinking and perfectionism.
And you know, how long is thisgoing to take me and making it
this big dramatic thing, and notbreaking things down. And so I
think the key is to be able tomanage your mind and your time
together. And know that howevermuch time you give yourself is
how long things are going totake or give yourself more time
(33:48):
than you expect. And then learnhow long things generally take
you. And keep refining fromthere. So like for me, a huge
time management tool that I useis an app called toggle it
spelled T O GGL. And it allowsyou to track your time for the
week, how much time you'respending on different
activities. And then at the endof the week, it sends you an
(34:10):
email with your summary reportfor the week. And it's been so
useful for me because I've beenable to see like, first of all,
when I'm timing myself to dosomething, I'm not going on
Facebook, I'm not scrolling. I'mnot I'm like I'm on a timer. So
I have to pause the timer. IfI'm gonna go get a drink or do
something else. I need to pauseit because I'm not actually
(34:30):
doing the task. So it gets youmore aware of like when you're
getting distracted. Number one.
And then number two, it allowsyou to look back at your week
and be like, Why the heck didcontent take so long this week?
And then you're like, Oh, wellbecause you know, such and such
happened or I got sidetracked?
Or because I didn't have a planor whatever but it allows you to
(34:52):
become more self aware aboutwhat's maybe taking you so much
time and how you can amplify orstreamline or Fix your processes
a little bit to be improving howyou're spending your time each
week.
Josh Bolton (35:06):
Yeah, that's the biggest one for me. I'm just
curious. I'm sidenote, I'm sureyou have a very good answer for
this. How do you calculate theunexpected hiccups like you're
going to work and there's aunexpected amount construction
kind of thing.
Haley roe. (35:19):
Totally. So the thing I like to do is literally
plan and understand that there'sprobably knowing your patterns,
knowing emergencies, knowing ifyour kids, you know, tend to
bother you a certain time of daymore than others, like plan that
plan that in there, like knowingthat they might be one emergency
this week, when is going to bemy overflow time for if I didn't
(35:40):
get everything done this week,is that Sunday afternoons is
that no, you might not need touse it. But it's kind of like a
tool to be like, Okay, I knowthat I might not hit all my
targets within XYZ days areduring this time, because my
kids might need me to pick themup from school, or I might have
to run an extra errand. I didn'texpect or whatever. But kind of
(36:03):
being like, okay, realistically,knowing that either I need to
change my milestones for theweek and expectation. So I'm
not, this is another big thingpeople do. They overestimate how
much they can do. And so thenthey let themselves they beat
themselves up when they don't doit. And then they skip time
batching and doing this stuffall together, because they're
like, well, what's the pointlike, I just keep letting myself
(36:26):
down. And they beat themselvesup so much that they fear
getting better at this process.
So my suggestion is, plan formake realistic plans, plan that
there's going to be someemergencies, you might not know
when they're going to be whenit's going to be you're
overwhelmed over flow time. Andthen knowing and kind of
observing your weekly patternsand stuff become more and more
realistic about what you can doin a week.
Josh Bolton (36:51):
So would also like reading the task, like, this
task is a rank one this is likeDo or die, you gotta get this
one done in like fours, like, ifI don't hit it, it sucks. But
it's not the end of the world.
Haley roe. (37:06):
Totally. So I have two ways of doing that one, I
have like my daily basics thatare things like every day, I
kind of want to, I want totackle these things, or I have a
target for the week, like threetimes a week, I want to do these
things. And that's a prettyshort, you should make that list
pretty short. Because if youmake it like 10 different
things, it's gonna be prettyelaborate and overwhelming. But
(37:28):
I usually it's about four orfive things. For me, it's like I
want to, you know, work out forX amount of time each week, I
want to make offers forcollaborations, this many
targets this week, et cetera, etcetera. Then I have like my
separate lists, it's not like Ido these things every week
recurring, it's more just likemy list for the week, where
(37:49):
these are the things that if Idon't do, there will be major
consequences. Like, if I do notrenew my license this week, it
will expire. And I'm screwed,right. So as like, though,
that's where that kind of stuffgoes. And then I have like a,
you know, upcoming list whereit's more like these things kind
of need to be done. But it's notlike if I don't get to it this
(38:11):
week, I'm not gonna there's notgonna be major consequences. And
then I have like a soon orsomeday list. And it's really
important to have this somedaylist. Because for those of us
who are entrepreneurs, and wehave a lot of ideas, and we get
excited about a lot of things.
And we have, you know, so manythings we want to do. This is a
great place to dump those ideasso that they're not staying in
(38:31):
your head or like you're notjumping to this new shiny object
just because it came to you thistoday. Like, that's been really
helpful for me to put things Iwant to do that I don't
necessarily, that I shouldn'tredirect my focus to at this
time.
Josh Bolton (38:48):
So is there like an option within toggle? Or is
there a different app? You havefor that to to rank all these?
Haley roe. (38:54):
Yeah, that's an I just do that in my phone notes,
literally on my iPhone. Yeah.
Because the simpler you make itagain, if I had a spreadsheet
doing this or something, Iwouldn't keep doing it. So it
has to be in my phone. It has tobe accessible. It has to be
easy.
Josh Bolton (39:11):
Perfect. Yeah, that makes more sense. It's in here,
like, do I need to carry on mymoleskin all the time and have a
pen as can be reallyinconvenient? All right, that's
awesome. Like, I guess it wouldbe the calendar structuring
then, like how would youstructure? Do you use Google
Calendar? Apple calendars? Greatquestion.
Haley roe. (39:32):
Yeah. So I actually use both, which is probably not
the I should probably just useone. But they all kind of
incorporate with each other. Somy meetings go into Google
Calendar and then anything Ihave to remind myself
personally, I put an applecalendar and I kind of just
share both calendars with eachother but the daily scheduling
(39:54):
I'm glad you asked this part. Soonce you have your weekly notes
in that phone Notes app orwherever you want to keep them
every day, what I like to do isI like to, in the morning asked
myself, like, what's my wishlist for the day? So what would
be all the things from this listthat I would just love to do?
And like, it'd be great if Icould get all these things done.
(40:16):
And then from there, I go to myGoogle Calendar, or wherever I
have meetings, blacked out andstuff. And I see first, what are
my obligations today. So inother words, I know like from
four to six, I'm going to haveto run these errands I know from
two to four, I have clientcalls, etc, etc, right? So you
put in your, your meetings forthe day and all that stuff
first. And then you see what'sleftover to put in the stuff on
(40:39):
your wish list. And you seewhich things from your little
wish list have to bedeprioritize in which things are
actually going to fit intotoday. What most people do is
they like they write a to dolist, but they don't account for
like driving time and like, youknow how long it's gonna take to
write the email, or they justput like, update website, which
is like a huge task, compared tojust saying, like, update the
(41:03):
homepage on my website today, orjust like, update the top of my
homepage today. Like, yeah,break things down and actually
put into the calendar if it'sgonna get done, versus just
having like a list with no planof where it's going to go or how
long it's going to take or thatkind of stuff.
Josh Bolton (41:22):
Yeah, especially if you do it like through
WordPress, you need to know alot of coding and stuff, unless
you're gonna pay the 1000s ofdollars for the aftermarket
stuff. Yeah, you're gonna that'sgonna take time.
Haley roe. (41:32):
Yeah, well, and another mistake I see too. It's
like, people will be like, oh,yeah, I'm gonna set up this.
I've never set up an emaillanding page before, but today's
gonna be the day. And they don'tplan any steps to research how
to do that. They're just like,so they so then they it takes
four times longer than theythink it was going to take.
Because they just thought like,Oh, I'd go in and figure it out
(41:54):
in an hour. Well, no, you needto plan the pre steps even to do
that. So you're not settingyourself up for failure?
Josh Bolton (42:02):
No, 100%? Yeah. I'm just curious. For you, what is
like a CRM you recommend foryour clients, especially being
coaches? Yeah, so question alot.
Haley roe. (42:16):
I have two different answers for this, depending on
where you're at in yourbusiness. So if you're very new,
and you don't have a really bigan email list or anything like
that, and you're doing privatecoaching, and don't have like
any courses or anything likethat, I would just say, mailer
Lite, the free version is goodenough to do your email list,
(42:37):
keep customers logged in, youknow, you haven't have that. If
you're trying to be more, youknow, fancy and have more
versatility with your customer,your CRM system, I would say
kartra is a good one. That'swhat I use. So I host all my
courses on there. I have myemail list on there, I have some
(43:00):
landing pages I can easily makein there. That's where I put my
funnels attracts things for you.
So you can see like, a lot morestats than mailer, light,
mailer, light, still trickstracks, your stats, like your
open rates, and click throughrates and stuff like that, but
it's not like, you know, asintense as kartra. So that's
what I like, personally.
Josh Bolton (43:22):
Okay, I have, we're definitely have to talk off air
because I tried to Karcher butmy biggest problem for them is
they wouldn't hook up my maindomain to the actual sub to
thing like, so we kept saying,like, Josh bolton.kartra.com.
Haley roe. (43:38):
Yes. Yeah, so you'll have to set up a redirect link
from your domain name to go tothe kartra link, if that makes
sense. So it's kind ofbackwards. So rather than in
kartra, setting up your maindomain name for your landing
pages, you'd have to go to yourwhatever you use for your
website, and set up a domainname like, you know,
josh.com/freebie. And then you'dsay you, you'd say, in your
(44:04):
website, I want this to redirectto my kartra link. That's a
messy kartra link.
Josh Bolton (44:09):
Okay, because I did that. And I even had a mentor
paid and paid him like, he wasdoing like a cool group call
thing. But he would sat thereand he's like, I don't get it
because we did it one week. Ilet he said like, give it two
days. Like go through theinternet and all that and it
should be fine. I call Iactually like personally called
him on site. I'm like, it's notthere. So I actually called
(44:30):
Karcher on like what's going onto like, oh, sorry, this happens
every so often. We don't knowwhat to do.
Haley roe. (44:35):
Oh, weird. Okay.
Yeah, I don't know. I there'sthere is a way to do it within
kartra. And I did that once whenI was doing the ads campaign and
I had my my ads team helped mewith it and they figured it out.
But first before the easierroute. I just like to set up a
redirect link from my website tothe to go to kartra and then the
link still is the kartra linkand that's fine with me but I I
(44:57):
don't have when I'm on a show orsomething I could take go to
Haley row.com/sales journal orsomething. And then it will
redirect to the Carter rank linkautomatically.
Josh Bolton (45:09):
Okay, cool. That's awesome. Is that's running out
of words and ideas. This hasbeen an absolute honor and a
pleasure to have you on.
Haley roe. (45:19):
Yeah. Thank you for having me. It's a super fun.
Have was,
Josh Bolton (45:23):
I got actually I do have the three usual going out
of questions. So other than workduring these lockdown COVID
times. What did you do to keepyourself busy and entertained?
Haley roe. (45:34):
Yeah. So I love podcasts. I love learning love
Walks. So I tend to combinethose things. I like to go on
nature walks and listen tolearning stuff. And then I also
sing. So I sing in a wedding.
Like I used to sing in a weddingband all the time. And now I
subbed for them, because work,got a little busier, and I
(45:57):
wanted to take weekends off. Butanyways, I love singing love
music. So that's definitely apastime for me. And then, you
know, friends and family, allthe basic things. And I also
really enjoy self care stuff.
Like I love my sauna. I have alittle sauna dome thing. I use
(46:20):
that kind of stuff. And yeah,that's I love cats. I love
Josh Bolton (46:26):
what you got.
Right?
Haley roe. (46:28):
Well, my family has four cats. I don't have any cats
right now. But I do visit withthem a lot.
Josh Bolton (46:36):
Okay, so like, they're my adopted cats. So
someone that's inspired by youwants to go down a similar path.
What are some tips, tricks oradvice you'd give him to start
down there?
Haley roe. (46:49):
Yeah, so if you want to start down the track of being
a coach, entrepreneur,
Josh Bolton (46:56):
yeah, like Coach entrepreneur, like where you are
at currently?
Haley roe. (47:00):
Oh, okay. Um, I would say a couple things, one,
develop the skill of befriendingfailure and uncertainty. So
you're going to have to put inwork and plant seeds that you're
not going to know the outcome ofyet. Unlike, you know, usually
in a job in a day job, if you'reconditioned to that you're given
(47:21):
your responsibilities, you'regiven what you need to do each
week. And if you kind of dothose things, you're pretty
good, you know, versus whenyou're an entrepreneur, you it's
up to you, you kind of have todo trial and error, and guess
and test and see what works andwhat doesn't. So make sure
you're making time forevaluation, make sure that you
are open to that process of ifthe more failures I'm open to
(47:43):
having, the faster I will seesuccess. The second thing is
learn how to manage your timeand yourself. So again, what
KILL YOU DON'T as anentrepreneur, you don't really
have the luxury of likeoverthinking everything being a
super perfectionist, analysis,paralysis, getting distracted
(48:03):
easily like these are habitsthat you kind of, don't have as
much room for because you needto focus on moving things
forward, getting things outthere, learning from doing
right. So creating more thanyou're consuming, and then
putting yourself out there issomething you got to do. And
then lastly, I would just saythese kinds of things like
(48:26):
podcasts, and having a mentor.
And you know, like I have aprogram called the inner circle,
and it's a group coachingprogram, and we mastermind and
we do coaching and all that kindof stuff. It can be very helpful
to have a community or not belonely when you're doing this.
So listen to podcasts like theseto have mentors in your ear, be
parts of community and look foropportunities like that, so you
(48:49):
don't feel so lonely on thejourney.
Josh Bolton (48:53):
It can be a major Crusher of someone is definitely
the lonely part. Well, we'vementioned a few times but double
wrap up where if everyone wantsto contact you out, where do
they go?
Haley roe. (49:05):
Yeah. So I'm on Instagram at Haley hai le y
underscore ro or W E. And then Ido you have that LinkedIn
freebie. That's the scriptswhere you can get the collab
script and then also the directto client scripts. That's at
Haleyrow.kartra.com/page/linkedin. I
don't have my redirect link setup. Like I mentioned, Josh. But
(49:26):
if people want that they canjust mention LinkedIn and my DMs
or something and I'll send it toyou, but I also have the health
coach nation, Facebookcommunity, it's free. It's for
coaches, who want to grow theirbusiness and then I have the
health quotation podcast andthen Haley roe.com Is my general
website.
Josh Bolton (49:42):
Awesome. absolute honor. Pleasure. Thank you so
much for coming on. Thank you.
Hello, hello everybody. So I was going
(00:03):
through and editing up the showand for some reason the intro
music wouldn't work. And now Ican't right record a pre intro
for starting a whole new projectand then importing that. So been
a bit of an interesting Saturdaymorning editing up everything.
But yet today's show with Haleywas fantastic got me and my eyes
open to the concept of LinkedIn.
Using it for lead gen, I reallyneed to create a big pleat on my
(00:28):
LinkedIn profile after chattingwith her and she just gives some
nuggets away and some promostuff. So definitely listen in
for her free advice and her herdifferent websites. And yeah,
let's get right into it. Oh,wait, one more thing. Be sure to
check out the podcast, subscribeto it, share it tag me on social
media, but also on YouTube. Samething, Josh Bolton show, I have
(00:51):
this video posted and I havechopped it up into like five
minute chunks. So I'm lookingfor your guys's input and
review. Alright, other thanthat, thank you have a wonderful
day. And let's get right intoit. Welcome everybody. We have
Hayley row on we were justchatting earlier. And it was one
of those. I got so excited withthe chat. I kept going in and
(01:11):
we're like books. But yetawesome lady already love her
energy, her smart, beautifulwoman. I'm gonna just ramble.
Take it away, Haley.
Haley roe. (01:21):
Yeah. Hi, thank you for having me. I am Haley roe.
I'm a marketing and sales coachand podcast host of health coach
nation, which is a show forcoaches who want to grow their
business. And then I also doLinkedIn lead generation
services for b2b serviceproviders who want to get more
collab opportunities, Discoverycalls and clients using
LinkedIn.
Josh Bolton (01:43):
I think most people using LinkedIn one had. So
that's going to be a very bigone we're going to get into, but
I didn't know about podcastpart. How long have you been
doing that?
Haley roe. (01:52):
Yeah, so I have had a podcast since right around
late 2017, early 2018. Andinitially, you know, I wasn't
super consistent. I was prettyconsistent, but not you know,
the best with it. But overtime,now we have an episode every
week, and it's been going eversince.
Josh Bolton (02:11):
Nice. It's just are you interviewing different
coaches? Or is it more like asolo? We're like, Okay, this is
what I know, was what you shoulddo kind of thing.
Haley roe. (02:19):
It's a combination.
I have some guests on thingslike client attraction and
marketing, sales time managementmindset. And then I also have
solo episodes on those things.
Josh Bolton (02:32):
On stage, perfect blend. That's awesome. So it's
almost what, like five ish, sixish years now. Yeah. If visual
maps, not my strengths, I'mtrying to say here. But that's
awesome. And then. So theLinkedIn part, we were talking
(02:52):
about this earlier, and this whohad to like put the pause, and
you have this full method ofturning out cold to warm lead.
We start with the first layer ofit.
Haley roe. (03:05):
Yeah, for sure. So I have a system, I call the four
basics of client attraction. Andit's basically the process you
would use when you're picking amarketing strategy. And you once
you have that decided, you nowhave to have a process for
taking those cold leads toclients. And so to kind of make
it more simple and lessoverwhelming, it really comes
(03:27):
down to connecting, engaging,making a pre offer, which I'll
explain what that is, and thenthe sales process. So obviously,
not every lead is going to makeit all the way through all four
steps, but they are there foryou. And sometimes people will
stay in one step longer, andthen move to the next one or you
(03:47):
know, that kind of stuff. So thefirst step with connecting, what
I mean by that is you want to beputting yourself in front of
your ideal client. So a lot oftimes people wait and hope that
people will come to them likethat. They'll be like, Oh, I
have a website. And they'llthink that that's good enough
for people to just start comingto them. But the truth is, we
have to be the ones to take thelead in the beginning of our
(04:10):
businesses and connect with ourideal clients. So that might
look like sending a connectionrequest on LinkedIn that might
look like, you know, engagingwith somebody on Instagram, you
know, it could look like goingto a networking event, but you
need to decide what's going tobe your connection method,
right? And then you want toengage. So at this point, what
(04:30):
you're going to do is get aninterest in other people. And
rather than thinking what's init for me right now, you're
thinking about how can I get toknow this person? And how can I
ask perhaps an intentionalquestion that allows me to know
what they're doing, how I mightbe able to help them in the
future. So a random questionwould be something like hey,
(04:53):
what's your favorite color?
Like? That's not an intentionalquestion that can really cause
growth in the way that you wantwith and really a relationship.
But if you're going to asksomething like, Hey, it's great
to connect, I saw we both followso and so or we both are coaches
or whatever. We'd love to knowwhat you're working on these
days or something like that. Sothen you can get a grasp on
(05:15):
what's important to them, whatare they working on? Is there
any ways you can connect themwith somebody or help or ask
them a deeper question to gosomewhere with the conversation,
and then you want to move to thepre offer phase. So this, what
this part is, is where you'regoing to ask permission to help.
So if they've shared somethingwith you, that you feel like,
(05:38):
you could offer a resource, oryou have a podcast episode on
that, or you have a freetraining coming up or something,
you could be like, Hey, I have afree blah, blah, blah, coming
up? And would you be interestedin attending it might help with
your upcoming launch orsomething like that. So that's
the next stage. And then thelast stage would be the sales
(05:59):
process. So once you have a preoffer, like once you've given
value upfront, or results aheadof time in your free training,
or your free checklist, or yourpodcast episode, or whatever,
then you can see, do they wantto go deeper? Do they want to
hop on a discovery call? Or dothey want to check out your
sales page or whatever it is? Sooverall, that's kind of the
overview of the basics. And I dohave, if you want to share with
(06:24):
your audience, I have a freeLinkedIn script example for both
collaborations and potentialclient conversations that we can
put in the show notes or you canDM me on Instagram or something
at Haley underscore row, if youwant the link to that.
Josh Bolton (06:41):
Yes, share me the link and also put your Instagram
so that's one of those stilldoes DM you to cool. Yeah, that
would be awesome. I will sithere like I actually want to
review it.
Haley roe. (06:51):
Cool. Yeah. Love that.
Josh Bolton (06:54):
Awesome. So then, what for the? Is it more a game
of volume or like deeperconnections? Because like, Gary
Vee says, just blast 100 peopleevery day until something hits?
A lot of people are telling menow No, you need to like,
actually get to know the person.
Haley roe. (07:13):
Yeah, I think it depends on which marketing
method you're choosing. So Ithink it's more about quality.
And if you can pre qualify yourleads, like if, you know, wow, I
look at this person's profile,and I see my ideal client and I
see that they're struggling withsomething or even better, if you
can prioritize the leads who areraising their hand on your
(07:33):
quote, unquote, pre offer posts,like posts where you are sharing
your freebie or posts where youare asking a question to see
people want to engage or come toyour free training or something,
those are way higher priority toconnect with and way more
quality leads, because they'vealready indicated they're
interested. So my suggestionwould be focus on first if we
(07:54):
had to prioritize the warmestleads you already have. So
people who've already signed upfor your Facebook group or your
email list or whatever, or haveraised their hand that they want
your freebie or something likethat in a post. And then you
would maybe be building newrelationships. And that, of
course, sure, there is a numbersgame to it, which is why like,
(08:15):
as a LinkedIn person, for myclients, we're sending out the
maximum, you know, 200connection requests a week, so
that you can save time and buildthose quality relationships
after that, and at least havethe invites going out to your
ideal clients. And we dotargeting with Sales Navigator.
So it's like better quality thanjust like, oh, random person we
(08:37):
found, you know, so there'sthat. But at the same time, you
don't want to just blastsomething. You know, I think
Gary Vee has a point toobviously, the more you do, the
more than naturally is going tostick. But if you send out 100
messages asking what's yourfavorite color going back to
like the intention behind it?
Again, it's not like, that's awaste of time, right? So I do
(09:00):
think quality does matter if youcan.
Josh Bolton (09:06):
Yeah. Lately, especially for me, a lot of
people have been emailing meemailing me to come on the show.
And a lot of them very generic.
Oh, I love your show. Love this.
Blah, blah, blah. I have a guestfor you. And it's kind of like,
did you actually listen to itthough? And it's the one the few
who are like, hey, at leastlisten to this one. Do you have
really good bait? base andfoundation on how you interview
(09:28):
people? I think so and so wouldbe a good guess. Those I
listened to. So the quality?
Haley roe. (09:34):
Well, and that's a good point. Like you have to ask
yourself, How can I stand out tothis person? So I got an email.
I get cold emails all the timeto just like you and somebody
was like, hey, like they made mea personal video and a really
good offer. They were like, hey,could I send you to Instagram
post captions for your posts soyou can see my copywriting and
(09:55):
see how I'd write for you andyour brand voice and blah blah
blah and I was like sure Like,yeah, I want to see that. It was
hard to say no to because I waslike, well, what's the downside?
I can just check this out. Andif they're great, maybe they
could be a team member orsomething. But point being they
took the time to see how canthey stand out. And you can
always, you know, voice notesstand out more than written. You
(10:17):
know, personalizing the namestands out more than somebody
who just sends somethinggeneric. So there's like little
ways you can stand out. But thenthere's also big ways you can
stand out with like, a reallygreat pre offer.
Josh Bolton (10:30):
Yeah, like the biggest one to this day, and I
still push his services. He'sgone up, but it's still worth
it. The podcast site I use onpodium, he actually, like, took
the time to listen to like, 10of my episodes, and quoted each
episode, and I was like, Oh,damn, whatever he's offering,
he's serious about it. And Ithink
Haley roe. (10:52):
I love that. Yeah.
Right.
Josh Bolton (10:54):
And that's where then he said, Yeah, cuz you'll
be grandfathered in at thisrate, like, as long as you pay
your bills. And I was like, hey,like he made this quality pre
offer he did. That's why I'mlike, he built a, like, a demo
site for me. So he's like, here,this is, this is what yours
would look like. You like it,and message me. And I just said
(11:15):
to him, like, wow, this, even ifit was automated, this is like
high quality stuff kind ofthing. Mm hmm.
Haley roe. (11:21):
So in that, in that case, that guy probably does
less offers a day, but theirquality offers. And so he
probably gets a higherconversion rate. But if you go
in, if he went in with themindset, like, Oh, I'm gonna do
this for all these people, andthen I'm gonna feel resentment.
And then I'm going to be like,upset that none of them signed
up for anything. He wouldn'tstick with that very long. But
(11:41):
no, probably burnout. So I thinkanother thing to just address is
that your mindset in doing thishas to be clean and pure, and,
you know, looking to serve, andnot like coming from like, I'm
gonna burn myself out andresentment and whatever. Because
I've seen that happen to wherepeople are like, well, I did
these and I got x back. And Ithink there's going to be X
(12:06):
number of, you know, return onyour time and investment. But I
also think, overall, the seedsyou're planting long term, come
back to you in different waysand forms. And if you're
attached to it coming back in avery certain way. You're setting
yourself up for burnout andfailure.
Josh Bolton (12:24):
It's like the hamster running on the wheel.
You're like, it'll eventuallymove and you're like, Nope,
never will. Yeah. So what else?
Am I missing for your theLinkedIn strategy? Do you have
other nuances we haven't gotteninto yet.
Haley roe. (12:41):
Yeah. Well, I think there's a couple things. Number
one, when it comes to LinkedIn,you always have to ask yourself
with a filter, like, What is mypurpose for using it? So in
other words, you might work withlet's say, I'm a copywriter, and
I work with coaches, okay, well,then I can use LinkedIn to
(13:03):
connect with my direct client,my direct ideal client, and use
it for the purpose of can I, youknow, provide some copywriting
samples? Or do you want to hopon a call or, you know, that
kind of process. But if I'm ahealth coach, and I work with
moms, I, there's no filter onLinkedIn to be like, Hey, I'm
looking for moms, you know whatI mean? So she, he or she, who
(13:26):
whoever this health coaches,they would need to think about
how can I use LinkedIn to eitherget corporate lunch and learns
to get in front of my idealclient? How can I form referral
partnerships with people whohave moms as their ideal
clients? How can I get onpodcasts at Mom's listen to
using LinkedIn and searchpodcast hosts? Like you'd be
(13:47):
using it for a little bit of adifferent purpose? So collab
partners or speakingopportunities or things like
that? So that's a question toask yourself before you develop
your strategy and your LinkedInscript, ask yourself what am I
trying to use this for. And thenthe third thing is or whatever
number we are on, would be, makesure your profile is set up in a
(14:08):
way that's really clear aboutwhat you do. So right below your
profile picture, if you don'thave like a clear in that little
short summary bio about what youdo. If you don't have anything
there that's talking about likethe key results you provide or
anything that boosts yourcredibility or anything at all
you need to update that to be intwo seconds. I can no like wow,
(14:30):
here's what this person canprovide for me as far as results
and they seem interesting to mebecause blank, and you know,
same thing with like yourLinkedIn cover photo and your
bio and all that stuff. Like youcan use that space to be talking
about your freebie or what youdo or, you know, look
(14:53):
professional.
Josh Bolton (14:55):
Okay, so then, would also like Oh, posting on
LinkedIn, like normal posts likeI did, I had a great session
with my client. The Navy, likeanother day is like the going
hiking medical place. And thenlike the so that's like Tuesday,
Wednesday, Thursday is like anoffer. Is that one of the
(15:16):
strategies for posting you wouldrecommend or like I was just
like, what's your formula?
Haley roe. (15:22):
Yeah. So for posting on LinkedIn, I think it's very
similar to broad contentstrategy, which is like, you
know, number, there's, there's acouple different types of posts
you want to hit on. One issocial proof. So going back to
what you said about, okay, Iwant to talk about a client
session today and their win thatthey had or their aha moments,
(15:42):
or I want to share a testimonialtoday, or I want to share an
interview I did with a clientabout their experience, like
those are a good type of poststo cover, at least once a week.
And then you have the like,educational value based tips
type of posts, where it's likehow I went from blank to blank.
And you can always have a callto action and those kinds of
posts. Like, if you want to dothis to book a discovery call,
(16:05):
or if you want to go deeper, getmy LinkedIn lead gen script, or
whatever. So that's always good.
And then the third type would besomething that boosts your
credibility. So if you were on apodcast, or you wrote an article
about, you know, something inyour industry, or something you
couldn't use those kinds ofposts, storytelling posts would
be another one. That's a big onefor the emotional base type of
(16:27):
people in your audience who wantto see like, how, you know, are
you relating to how they'refeeling? Do you understand them?
And so it is the same kinds ofposts the difference between
LinkedIn No, and otherplatforms, you know, Instagram,
for example, is LinkedIn is alower maintenance platform. So
you don't have to post threetimes a day like you do in
(16:50):
Instagram stories, like it'snot, I like that. It's not like
that. And I like that. It'snetworking based. So people go
to LinkedIn, for business forprofessional stuff for
networking, like they expectthat compared to other
platforms, sometimes people justgo on there for entertainment,
like tick tock. So it's anintentional platform. And then
(17:11):
the other thing is, you probablywouldn't share like your, you'd
still share personal posts onyour LinkedIn. So I do see like,
I had a LinkedIn expert, as faras content goes on my podcast.
And he his most popular poststhat got like millions of
impressions or something crazy,was a post he did about adopting
his daughters. It had nothing todo with what he does
(17:32):
professionally. It was justabout his journey that that
adoption and helping people whoare looking to adopt, and it was
like his most popular post. Sothe point is, you know, you can
share personal stuff, but whatyou probably don't want to share
is like dancing Instagram reelson LinkedIn, that's not the
place for that.
Josh Bolton (17:52):
Okay, you would do this better than me didn't leave
it in at one point have likeInstagram shorts. And then or
No, no, sorry, the stories.
Haley roe. (18:02):
Yeah. Yeah. So they did have stories for a little
while. I don't know if theystill have it. I do know now.
Oh, really? Okay, I haven'tchecked. I didn't really use
that that much, to be honest.
But I did use LinkedIn liveLinkedIn live is a great thing.
Now everybody can do it. I usestream yard to go live on
LinkedIn. And
Josh Bolton (18:27):
so do you do a lot of live streaming as part of
your content strategy?
Haley roe. (18:31):
I do a decent amount. So what I do is any
podcast interview I'm doing I doit live so that I can repurpose
it but also use it as a live andthen sometimes I'll go live to
like answer a common question Iget or things like that.
Josh Bolton (18:47):
Okay, cool. So yeah, like a q&a session, like,
Hey, I'm going live Friday. Youhave my ear for an hour. Come on
over kind of thing. Yeah. Cool.
That's such a really good. Doyou use a lot of like Russell
Brunson strategy for gettingclients to?
Haley roe. (19:05):
I really like a couple things about Russell
Brunson strategy. I don't useeverything that he talks about.
But I love that He has thatexercise of come up with your
dream 100 list. Big fan that. Sowhat that means is write down a
list of 100 blogs, influencers,organizations, potential
(19:29):
clients, events, expos, etc.
Where your ideal client would beand start to build rapport and
make offers to do somethingcollaborative with those people.
So I do that and then anotherone that I like about Russell
Brunson. I like his I don't usehis exact webinar formula. They
actually have a couple tweaks Ithink, could have worked better
(19:52):
for me because I've done it twodifferent rounds. One Russell
Brunson. Zwei 100%, and oneAnother mentors way. And other
mentors way worked a littlebetter. But I like his perfect
webinar script, or templates. Asfar as how he leads his
webinars, I think those arereally good. And I like that
he's just omnipresent. And he'svery good about being a balance
(20:16):
of professional and personal,like, he's not afraid to talk
about his face and things likethat and scare some people off.
But that's why he also hasraving fans, if that makes
sense. He's not afraid to bepolarizing. And that actually
helps him stand out.
Josh Bolton (20:36):
Do you think the stance like that is important,
especially in nowadays, markets,where you have to like being
vanilla, you're not going toreally get clients?
Haley roe. (20:47):
I think you can be vanilla. I mean, to be really
honest with you, I'm not thebest at like, I'm super logical,
very practical. I would neverpost like a picture of me crying
or something on my Instagram,like, I'm a very private person.
So I'm pretty vanilla. But so Idon't think it can, you know,
isolate your business. But I dothink that it will help be like
(21:13):
helping you be more of a magnetfor the people who are right fit
for you. So like I do talk aboutlike, most people would know my
values by looking at my socialmedia, they know that I'm into
personal growth, they know thatI'm into family, they know, you
know, that kind of stuff. So Ithink that if it doesn't kill
you to not be polarizing, or youdon't have to be polarizing for
(21:34):
no reason, if there's notanything controversial, you
really have to share, but itwill I mean, I'm sure, Russell
Brunson has probably stood outmore than me, because he's does
that kind of stuff.
Josh Bolton (21:52):
Well, I think I, this isn't my personal theory,
and I've never had the chance toask him in person. Maybe one day
I will. But I think he rebels init. He likes everyone yelling at
him, because it's moreimpressions. Even if it's
terrible, profane things. It'slike I've now successfully
reached 2 million people.
Haley roe. (22:08):
Yeah, well, you know who else is big about that as
Grant Cardone?
Josh Bolton (22:12):
He's dude. It's pretty easy, huh? But yeah, he's
good at he's, he's good at justgetting everyone's feathers all
flustered, and then justcapitalizing on the ones that
are still there. Yeah. Do you?
Do you follow grant cardonessome of his methods do.
Haley roe. (22:32):
Um, I in the very beginning of my business, I read
his book, The closer SurvivalGuide. And it was a phenomenal
book if you're new to sales. DoI agree with everything? He
says? No. Would I say some ofthe things that will come out of
his mouth? Absolutely not. So Ithink it's about taking what's
(22:53):
useful, discarding what's notand making it your own, as the
Bruce Lee quote says, but thatwas one of my best books I think
I've ever read on sales. And itdrastically improved my business
when I was first starting out.
Josh Bolton (23:06):
The big one for me is zombie loyalists. Say that
again? Zombie loyalists.
Haley roe. (23:12):
Oh, okay. Who wrote that?
Josh Bolton (23:15):
That's a good question. But it's it's
essentially saying you treatyour your, your fans like your
your customers as a zombie. Andlike any zombie infection
situation, you don't want themto turn against you. Because
then when one turns, they allturn. And it was just one of
(23:36):
those and then he was goingthrough sales methods and like
you want a good CRM. And he'slike, obviously eventually
upgraded to whatever you'redoing. Pointless Peter Shankman.
Haley roe. (23:53):
Okay. I'm gonna look that up. That sounds good.
Josh Bolton (23:57):
Yeah, and that was that was the big one for me.
Because he said, He's similarview as as he's like, You don't
have to be this crazy, like,always grabbing attention. And
he's like, tend to you're likefive loyal zombies. And then
they'll go out infect others,like the symbolic like, they'll
go out. And then it'll get tothe point, there's so many,
you're gonna be like, Okay,enough. I'm good. I get it.
(24:17):
Thank
Haley roe. (24:17):
you. Nice. Okay. I like that.
Josh Bolton (24:22):
Yes, it's cool. I guess it would be like his lead
generation. Like, if youactually listen to the book, and
he usually says it near the end.
He's like, if you have anyquestions, literally just shoot
me an email. I'll reply it toit. Because like, obviously, if
it's something stupid, I'm notgonna reply to it. Like,
probably like, what's yourfavorite color?
Haley roe. (24:39):
Right, right.
Totally. It kind of that conceptkind of reminds me of the 1000
true fans. I guess. I don't knowwho came up with that. Was it
maybe Keith Kelly or TimFerriss, or I don't know who it
was. But somebody said if youhave 1000 true fans, you can
have a sustainable but This islike, if you have 1000 true fans
(25:00):
who pay you $100, you're at amillion dollar business. So
like, it's all about startingwith the grassroots like, lowest
hanging fruit people in front ofyou, and really building up your
tribe and community, and howthat can spread and how if you
create a community and tribearound your brand, it becomes a
lot easier to be growing. Youknow?
Josh Bolton (25:24):
That's true. Yeah.
And I think a lot of people ingeneral coaches, content
creators take that they look forit, they just build for their
1000. And then obviously, ifthere's more, that's great. But
it's like, they are alwaystalking to their their 1000
followers kind of thing. Yeah.
And, at least for me, that seemsthe most stable and sustainable
one.
Haley roe. (25:45):
Right? Yeah.
Especially organic marketing. Ifyou're doing organic marketing,
you have to, you know, be veryrelationship building oriented
and very word of mouth oriented,that kind of thing.
Josh Bolton (25:58):
Absolutely. Is there? So do we want to go into
like the actual copywritingstuff you do? Or anything else?
Yeah. I
Haley roe. (26:08):
mean, we can talk about whatever your audience
struggles with. So if theystruggle with how do I structure
my content? Or how do I speak tomy niche or my content? Or if
there's anything related tobusiness marketing time
management type of questions, wecan definitely go into that my
Josh Bolton (26:25):
so let's actually do especially the speaking to my
audience, as a big one. I've thefew actual guests that email me
they say that they're like, Oh,my God, I like thank you so
much. But what am I I don't knowwhat I'm supposed to say kind of
thing.
Haley roe. (26:40):
Okay, yeah. So I have a process. And I have
another freebie for this. It'slike content roadmap. But
basically, it takes you througha process where you could come
up with your 30 ideas for yourideal client, and posts. And
what how it works is you come upwith for, like, well, it can be
(27:02):
anywhere from two to fourpillars or themes that you want
to be known for. So let's sayfor mine, it's marketing, sales,
time management, and mindset.
Those are like, the main thingsI kind of talked about. And
underneath each of those, writedown key problems, quotes,
questions, issues, excuses, goalgoals, or dream outcomes that
(27:25):
your ideal client would have andif you're not sure what that is,
you have to do a little bit ofresearch and and ask them or
think about past clients or lookon the you know, look on forums
and support groups and stuff tosee what people are talking
about. Right? So come up withthose ideas and something to
(27:46):
help your brain if you get stuckon this is thinking about like,
inside of their mind, what aretheir issues or excuses. This is
kind of a Russell Brunson thing.
He talks about internalproblems, external problems, and
then vehicle problems. internalproblems are mindset limiting
belief problems that your idealclients have within what you do,
(28:07):
or what you coach on or what youteach external art, things like
time, things like the peoplearound me or their fault or
their problem, like what whatexternal things to people blame
in your niche. And then thevehicle ones are things that
objections or issues that peoplewould have with the with the way
(28:28):
you help them get to the dreamoutcome. So if you are a health
coach, and you talk aboutmeditating or something, and you
know, your ideal clients wouldbe like, or, you know, people
who check out health stuff feellike oh, meditating, so boring,
I'm doing it wrong, why bother?
That might be something youaddress in your content, or like
anything they'd have to thevehicle like objections they'd
(28:49):
have to how you help them getthere. So once you brainstorm
underneath your pillars, the topissues and things like that
bullet points, you then want totake those and turn them into
hooks or headlines for posts.
(29:09):
And best news ever is like, youcan probably turn one idea into
like, eight different posts. Sofor example, if I wrote under
one of my pillars, I wrote oneof the excuses my ideal clients
have when it comes to let's say,I'm a I don't know, let me think
of an example. I'm a copywriteror something. And people who
(29:32):
have a, for example, a vehicleobjection is they think they
need a business coach and not acopywriter. When really what
they need is copywriter becausethey know their business
message, they know what theyoffer, and now they need
somebody to write their launchemails or something. So I might
make a post with a hook orheadline like three signs. You
(29:52):
need a copywriter that'd be onepost, or three reasons why or
how You know, if you need abusiness coach versus a
copywriter, or an that'd beanother idea, or it'd be like,
now you might come up with astory hook from that, like, why
hiring a copywriter for myclient, Jane was the best
(30:12):
business investment she evermade, or whatever. And so like
you would, you can come up withideas from those things you
wrote down in your big braindump. And then it's time to
structure the post. So once youhave like a couple hooks or
headlines, the structure youwould use for posts, you can
decide if you're going to shareit in a video, you can decide if
you're going to share themessage in a real or written
(30:34):
post or whatever. But regardlessof what you choose, you'll
usually follow a generalstructure of giving the hook,
then you'd go into eitherestablishing credibility or
agitating the pain point. Andthen you go into the body
section of the text where youactually deliver the message
that tips the story, whatever itis, that is the main part. And
(30:55):
then you would go into a call toaction. That's kind of the
simplest Now, are there morerefined ways to deliver your
posts? And can you Googlecopywriting formulas to do that?
For sure. But that's one that Ithink to start with content,
people just need to simplify it.
So they actually do it and getinto practice of it and get into
practice of thinking how a postworks. Before they get all fancy
(31:16):
about like using some of themore sophisticated copywriting
formulas.
Josh Bolton (31:23):
Yeah, you definitely just need to have the
habit like do it for like amonth or two just posting, not
even caring about the results.
Just then once you get thehabit, like you said, then you
could like, Call someone like,you'd be like, Okay, what's your
formula again, so I can actuallyget better? The generations?
Yeah. So I'm just really curiousfor you, do you use like
something like buffer toschedule all your posts for the
(31:46):
different platforms? Or do youactually like go in and post
Haley roe. (31:51):
it, I go in and post it because on each platform,
they like it better. They seemto like it better when you post
it natively in the app, thealgorithm does. So if I, you
know, post directly inInstagram, it might get more
views than if I were to scheduleit in buffer first, and then do
it. But I say Do whatever youcan actually, you know how you
(32:15):
can get the post out, just doit. So that schedule it with
Hootsuite or Buffer or later orwhatever those apps are? Go for
it.
Josh Bolton (32:25):
Yeah, I've noticed that too. I was using buffer
like religiously for like mosthalf of the November 1 part of
December last year. mainly usedto protect talk because I'm
like, every time I get it, andlike there's instantly 40
minutes gone, kind of thing. AndI noticed those didn't I have a
consistent 300 years there. Butevery time I would post on
(32:45):
buffer barely gets 50. And I waslike, they don't like that at
all.
Haley roe. (32:50):
Yeah, for sure.
Josh Bolton (32:54):
So I'm just curious for you, then the especially the
time management part, how, whatwas the Do you have a special
offer for that one, too? I do.
Yeah, there we go
Haley roe. (33:06):
and overwhelmed cheat sheet and masterclass to
help you overcome what'sbothering you the most when it
comes to what's on your to dolist and, you know, overthinking
every step and being aperfectionist, because I think
when it comes to timemanagement, like actually
blocking things in your calendarand doing them is, is pretty
easy. But what gets in the wayof that is distractions and
(33:28):
overthinking and perfectionism.
And you know, how long is thisgoing to take me and making it
this big dramatic thing, and notbreaking things down. And so I
think the key is to be able tomanage your mind and your time
together. And know that howevermuch time you give yourself is
how long things are going totake or give yourself more time
(33:48):
than you expect. And then learnhow long things generally take
you. And keep refining fromthere. So like for me, a huge
time management tool that I useis an app called toggle it
spelled T O GGL. And it allowsyou to track your time for the
week, how much time you'respending on different
activities. And then at the endof the week, it sends you an
(34:10):
email with your summary reportfor the week. And it's been so
useful for me because I've beenable to see like, first of all,
when I'm timing myself to dosomething, I'm not going on
Facebook, I'm not scrolling. I'mnot I'm like I'm on a timer. So
I have to pause the timer. IfI'm gonna go get a drink or do
something else. I need to pauseit because I'm not actually
(34:30):
doing the task. So it gets youmore aware of like when you're
getting distracted. Number one.
And then number two, it allowsyou to look back at your week
and be like, Why the heck didcontent take so long this week?
And then you're like, Oh, wellbecause you know, such and such
happened or I got sidetracked?
Or because I didn't have a planor whatever but it allows you to
(34:52):
become more self aware aboutwhat's maybe taking you so much
time and how you can amplify orstreamline or Fix your processes
a little bit to be improving howyou're spending your time each
week.
Josh Bolton (35:06):
Yeah, that's the biggest one for me. I'm just
curious. I'm sidenote, I'm sureyou have a very good answer for
this. How do you calculate theunexpected hiccups like you're
going to work and there's aunexpected amount construction
kind of thing.
Haley roe. (35:19):
Totally. So the thing I like to do is literally
plan and understand that there'sprobably knowing your patterns,
knowing emergencies, knowing ifyour kids, you know, tend to
bother you a certain time of daymore than others, like plan that
plan that in there, like knowingthat they might be one emergency
this week, when is going to bemy overflow time for if I didn't
(35:40):
get everything done this week,is that Sunday afternoons is
that no, you might not need touse it. But it's kind of like a
tool to be like, Okay, I knowthat I might not hit all my
targets within XYZ days areduring this time, because my
kids might need me to pick themup from school, or I might have
to run an extra errand. I didn'texpect or whatever. But kind of
(36:03):
being like, okay, realistically,knowing that either I need to
change my milestones for theweek and expectation. So I'm
not, this is another big thingpeople do. They overestimate how
much they can do. And so thenthey let themselves they beat
themselves up when they don't doit. And then they skip time
batching and doing this stuffall together, because they're
like, well, what's the pointlike, I just keep letting myself
(36:26):
down. And they beat themselvesup so much that they fear
getting better at this process.
So my suggestion is, plan formake realistic plans, plan that
there's going to be someemergencies, you might not know
when they're going to be whenit's going to be you're
overwhelmed over flow time. Andthen knowing and kind of
observing your weekly patternsand stuff become more and more
realistic about what you can doin a week.
Josh Bolton (36:51):
So would also like reading the task, like, this
task is a rank one this is likeDo or die, you gotta get this
one done in like fours, like, ifI don't hit it, it sucks. But
it's not the end of the world.
Haley roe. (37:06):
Totally. So I have two ways of doing that one, I
have like my daily basics thatare things like every day, I
kind of want to, I want totackle these things, or I have a
target for the week, like threetimes a week, I want to do these
things. And that's a prettyshort, you should make that list
pretty short. Because if youmake it like 10 different
things, it's gonna be prettyelaborate and overwhelming. But
(37:28):
I usually it's about four orfive things. For me, it's like I
want to, you know, work out forX amount of time each week, I
want to make offers forcollaborations, this many
targets this week, et cetera, etcetera. Then I have like my
separate lists, it's not like Ido these things every week
recurring, it's more just likemy list for the week, where
(37:49):
these are the things that if Idon't do, there will be major
consequences. Like, if I do notrenew my license this week, it
will expire. And I'm screwed,right. So as like, though,
that's where that kind of stuffgoes. And then I have like a,
you know, upcoming list whereit's more like these things kind
of need to be done. But it's notlike if I don't get to it this
(38:11):
week, I'm not gonna there's notgonna be major consequences. And
then I have like a soon orsomeday list. And it's really
important to have this somedaylist. Because for those of us
who are entrepreneurs, and wehave a lot of ideas, and we get
excited about a lot of things.
And we have, you know, so manythings we want to do. This is a
great place to dump those ideasso that they're not staying in
(38:31):
your head or like you're notjumping to this new shiny object
just because it came to you thistoday. Like, that's been really
helpful for me to put things Iwant to do that I don't
necessarily, that I shouldn'tredirect my focus to at this
time.
Josh Bolton (38:48):
So is there like an option within toggle? Or is
there a different app? You havefor that to to rank all these?
Haley roe. (38:54):
Yeah, that's an I just do that in my phone notes,
literally on my iPhone. Yeah.
Because the simpler you make itagain, if I had a spreadsheet
doing this or something, Iwouldn't keep doing it. So it
has to be in my phone. It has tobe accessible. It has to be
easy.
Josh Bolton (39:11):
Perfect. Yeah, that makes more sense. It's in here,
like, do I need to carry on mymoleskin all the time and have a
pen as can be reallyinconvenient? All right, that's
awesome. Like, I guess it wouldbe the calendar structuring
then, like how would youstructure? Do you use Google
Calendar? Apple calendars? Greatquestion.
Haley roe. (39:32):
Yeah. So I actually use both, which is probably not
the I should probably just useone. But they all kind of
incorporate with each other. Somy meetings go into Google
Calendar and then anything Ihave to remind myself
personally, I put an applecalendar and I kind of just
share both calendars with eachother but the daily scheduling
(39:54):
I'm glad you asked this part. Soonce you have your weekly notes
in that phone Notes app orwherever you want to keep them
every day, what I like to do isI like to, in the morning asked
myself, like, what's my wishlist for the day? So what would
be all the things from this listthat I would just love to do?
And like, it'd be great if Icould get all these things done.
(40:16):
And then from there, I go to myGoogle Calendar, or wherever I
have meetings, blacked out andstuff. And I see first, what are
my obligations today. So inother words, I know like from
four to six, I'm going to haveto run these errands I know from
two to four, I have clientcalls, etc, etc, right? So you
put in your, your meetings forthe day and all that stuff
first. And then you see what'sleftover to put in the stuff on
(40:39):
your wish list. And you seewhich things from your little
wish list have to bedeprioritize in which things are
actually going to fit intotoday. What most people do is
they like they write a to dolist, but they don't account for
like driving time and like, youknow how long it's gonna take to
write the email, or they justput like, update website, which
is like a huge task, compared tojust saying, like, update the
(41:03):
homepage on my website today, orjust like, update the top of my
homepage today. Like, yeah,break things down and actually
put into the calendar if it'sgonna get done, versus just
having like a list with no planof where it's going to go or how
long it's going to take or thatkind of stuff.
Josh Bolton (41:22):
Yeah, especially if you do it like through
WordPress, you need to know alot of coding and stuff, unless
you're gonna pay the 1000s ofdollars for the aftermarket
stuff. Yeah, you're gonna that'sgonna take time.
Haley roe. (41:32):
Yeah, well, and another mistake I see too. It's
like, people will be like, oh,yeah, I'm gonna set up this.
I've never set up an emaillanding page before, but today's
gonna be the day. And they don'tplan any steps to research how
to do that. They're just like,so they so then they it takes
four times longer than theythink it was going to take.
Because they just thought like,Oh, I'd go in and figure it out
(41:54):
in an hour. Well, no, you needto plan the pre steps even to do
that. So you're not settingyourself up for failure?
Josh Bolton (42:02):
No, 100%? Yeah. I'm just curious. For you, what is
like a CRM you recommend foryour clients, especially being
coaches? Yeah, so question alot.
Haley roe. (42:16):
I have two different answers for this, depending on
where you're at in yourbusiness. So if you're very new,
and you don't have a really bigan email list or anything like
that, and you're doing privatecoaching, and don't have like
any courses or anything likethat, I would just say, mailer
Lite, the free version is goodenough to do your email list,
(42:37):
keep customers logged in, youknow, you haven't have that. If
you're trying to be more, youknow, fancy and have more
versatility with your customer,your CRM system, I would say
kartra is a good one. That'swhat I use. So I host all my
courses on there. I have myemail list on there, I have some
(43:00):
landing pages I can easily makein there. That's where I put my
funnels attracts things for you.
So you can see like, a lot morestats than mailer, light,
mailer, light, still trickstracks, your stats, like your
open rates, and click throughrates and stuff like that, but
it's not like, you know, asintense as kartra. So that's
what I like, personally.
Josh Bolton (43:22):
Okay, I have, we're definitely have to talk off air
because I tried to Karcher butmy biggest problem for them is
they wouldn't hook up my maindomain to the actual sub to
thing like, so we kept saying,like, Josh bolton.kartra.com.
Haley roe. (43:38):
Yes. Yeah, so you'll have to set up a redirect link
from your domain name to go tothe kartra link, if that makes
sense. So it's kind ofbackwards. So rather than in
kartra, setting up your maindomain name for your landing
pages, you'd have to go to yourwhatever you use for your
website, and set up a domainname like, you know,
josh.com/freebie. And then you'dsay you, you'd say, in your
(44:04):
website, I want this to redirectto my kartra link. That's a
messy kartra link.
Josh Bolton (44:09):
Okay, because I did that. And I even had a mentor
paid and paid him like, he wasdoing like a cool group call
thing. But he would sat thereand he's like, I don't get it
because we did it one week. Ilet he said like, give it two
days. Like go through theinternet and all that and it
should be fine. I call Iactually like personally called
him on site. I'm like, it's notthere. So I actually called
(44:30):
Karcher on like what's going onto like, oh, sorry, this happens
every so often. We don't knowwhat to do.
Haley roe. (44:35):
Oh, weird. Okay.
Yeah, I don't know. I there'sthere is a way to do it within
kartra. And I did that once whenI was doing the ads campaign and
I had my my ads team helped mewith it and they figured it out.
But first before the easierroute. I just like to set up a
redirect link from my website tothe to go to kartra and then the
link still is the kartra linkand that's fine with me but I I
(44:57):
don't have when I'm on a show orsomething I could take go to
Haley row.com/sales journal orsomething. And then it will
redirect to the Carter rank linkautomatically.
Josh Bolton (45:09):
Okay, cool. That's awesome. Is that's running out
of words and ideas. This hasbeen an absolute honor and a
pleasure to have you on.
Haley roe. (45:19):
Yeah. Thank you for having me. It's a super fun.
Have was,
Josh Bolton (45:23):
I got actually I do have the three usual going out
of questions. So other than workduring these lockdown COVID
times. What did you do to keepyourself busy and entertained?
Haley roe. (45:34):
Yeah. So I love podcasts. I love learning love
Walks. So I tend to combinethose things. I like to go on
nature walks and listen tolearning stuff. And then I also
sing. So I sing in a wedding.
Like I used to sing in a weddingband all the time. And now I
subbed for them, because work,got a little busier, and I
(45:57):
wanted to take weekends off. Butanyways, I love singing love
music. So that's definitely apastime for me. And then, you
know, friends and family, allthe basic things. And I also
really enjoy self care stuff.
Like I love my sauna. I have alittle sauna dome thing. I use
(46:20):
that kind of stuff. And yeah,that's I love cats. I love
Josh Bolton (46:26):
what you got.
Right?
Haley roe. (46:28):
Well, my family has four cats. I don't have any cats
right now. But I do visit withthem a lot.
Josh Bolton (46:36):
Okay, so like, they're my adopted cats. So
someone that's inspired by youwants to go down a similar path.
What are some tips, tricks oradvice you'd give him to start
down there?
Haley roe. (46:49):
Yeah, so if you want to start down the track of being
a coach, entrepreneur,
Josh Bolton (46:56):
yeah, like Coach entrepreneur, like where you are
at currently?
Haley roe. (47:00):
Oh, okay. Um, I would say a couple things, one,
develop the skill of befriendingfailure and uncertainty. So
you're going to have to put inwork and plant seeds that you're
not going to know the outcome ofyet. Unlike, you know, usually
in a job in a day job, if you'reconditioned to that you're given
(47:21):
your responsibilities, you'regiven what you need to do each
week. And if you kind of dothose things, you're pretty
good, you know, versus whenyou're an entrepreneur, you it's
up to you, you kind of have todo trial and error, and guess
and test and see what works andwhat doesn't. So make sure
you're making time forevaluation, make sure that you
are open to that process of ifthe more failures I'm open to
(47:43):
having, the faster I will seesuccess. The second thing is
learn how to manage your timeand yourself. So again, what
KILL YOU DON'T as anentrepreneur, you don't really
have the luxury of likeoverthinking everything being a
super perfectionist, analysis,paralysis, getting distracted
(48:03):
easily like these are habitsthat you kind of, don't have as
much room for because you needto focus on moving things
forward, getting things outthere, learning from doing
right. So creating more thanyou're consuming, and then
putting yourself out there issomething you got to do. And
then lastly, I would just saythese kinds of things like
(48:26):
podcasts, and having a mentor.
And you know, like I have aprogram called the inner circle,
and it's a group coachingprogram, and we mastermind and
we do coaching and all that kindof stuff. It can be very helpful
to have a community or not belonely when you're doing this.
So listen to podcasts like theseto have mentors in your ear, be
parts of community and look foropportunities like that, so you
(48:49):
don't feel so lonely on thejourney.
Josh Bolton (48:53):
It can be a major Crusher of someone is definitely
the lonely part. Well, we'vementioned a few times but double
wrap up where if everyone wantsto contact you out, where do
they go?
Haley roe. (49:05):
Yeah. So I'm on Instagram at Haley hai le y
underscore ro or W E. And then Ido you have that LinkedIn
freebie. That's the scriptswhere you can get the collab
script and then also the directto client scripts. That's at
Haleyrow.kartra.com/page/linkedin. I
don't have my redirect link setup. Like I mentioned, Josh. But
(49:26):
if people want that they canjust mention LinkedIn and my DMs
or something and I'll send it toyou, but I also have the health
coach nation, Facebookcommunity, it's free. It's for
coaches, who want to grow theirbusiness and then I have the
health quotation podcast andthen Haley roe.com Is my general
website.
Josh Bolton (49:42):
Awesome. absolute honor. Pleasure. Thank you so
much for coming on. Thank you.
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